Monolithic Power Systems (MPWR)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
$1261.08-5.06%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
QuarterlyIQ Insights · MPWR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-04.
The screen ranks MPWR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
During the quarter: • Our capacity surpassed $6 billion dollars in annual revenue support.
Stated in 3 of 8 supplied quarters. Management reported: “During the quarter: • Our capacity surpassed $6 billion dollars in annual revenue support.” “We expect to have $8 billion of capacity in place by the second half of 2027 on our way to $10 billion in support of our rapidly expanding business.” Revenue was $1.202 billion in 2026-Q3.
“During the quarter: • Our capacity surpassed $6 billion dollars in annual revenue support.”
“• We extended our capacity goal significantly beyond $6B to support future revenue growth and our transformation into a full solution provider.”
“• We continue to expand and diversify our global supply chain allowing us to capture future growth opportunities, maintain supply stability, and rapidly adapt to market changes as they occur.”
• We continue to transform from a chip-only semiconductor supplier to a full service solution provider.
Stated in 3 of 8 supplied quarters. Management reported: “• We continue to transform from a chip-only semiconductor supplier to a full service solution provider.” “Our diversified growth strategy is paying off,” said Michael Hsing, CEO and founder of MPS.” Operating income was $357.687 million in 2026-Q3.
“• We continue to transform from a chip-only semiconductor supplier to a full service solution provider.”
• We continuously expand and diversify our global supply chain allowing us to capture future growth opportunities, maintain supply stability, and rapidly adapt to market changes as they occur.
Stated in 3 of 8 supplied quarters. Management reported: “• We continuously expand and diversify our global supply chain allowing us to capture future growth opportunities, maintain supply stability, and rapidly adapt to market changes as they occur.” “• We continuously expand and diversify our global supply chain allowing us to capture future growth opportunities, maintain supply stability, and rapidly adapt to market changes as they occur.”
• We consistently invest in new technologies that open new end markets and applications.
Stated in 3 of 8 supplied quarters. Management reported: “Our diversified market strategy remains unchanged: • MPS focuses on innovation and solving our customers’ most challenging problems.” “• We consistently invest in new technologies that open new end markets and applications.” Revenue was $1.202 billion in 2026-Q3.
“• We consistently invest in new technologies that open new end markets and applications.”
3 “Overall, we see accelerated growth.
Stated in 3 of 8 supplied quarters. Management reported: “3 “Overall, we see accelerated growth.” “Our diversified growth strategy is paying off,” said Michael Hsing, CEO and founder of MPS.”
“3 “Overall, we see accelerated growth.”
“Q2 2026 Revenue Results MPS reported second quarter revenue of $980.6 million, 21.9% higher than the first quarter of 2026 and 47.6% higher than revenue in the second quarter of 2025.”
Over the trailing year it converted 1.76x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4167).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-04.
““Our results demonstrate the strength of our diversified model and our continued success in transforming from a chip-only, semiconductor supplier to a full service solutions provider,” said Michael H…”
““Our results demonstrate the strength of our diversified model and our continued success in transforming from a chip-only, semiconductor supplier to a full service, silicon-based solutions provider,”…”
“• We continuously expand and diversify our global supply chain allowing us to capture future growth opportunities, maintain supply stability, and rapidly adapt to market changes as they occur.”
“• We continuously expand and diversify our global supply chain allowing us to capture future growth opportunities, maintain supply stability, and rapidly adapt to market changes as they occur.”
“• We continue to expand and diversify our global supply chain allowing us to capture future growth opportunities, maintain supply stability, and rapidly adapt to market changes as they occur.”
“• We consistently invest in new technologies that open new end markets and applications.”
“• We consistently invest in new technologies that allow us to expand into new end markets and applications.”
““Our results demonstrate the strength of our diversified model and our continued success in transforming from a chip-only, semiconductor supplier to a full service, silicon-based solutions provider,”…”